Daniel
Owens

Equity Services, Inc

CRD#5581725
Investment Advisor
in Atlanta, GA

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About this Advisor

Daniel Owens is a financial advisor who works in Atlanta, Georgia with 4 years of relevant experience. Owens is currently employed by Equity Services, Inc. Their career trajectory has included roles at Guardian Life Insurance Company Of America, Park Avenue Security, Hd Vest Investment Services, Hd Vest Insurance Agency, North Florida Financial Corp, Hd Vest Advisory Services, National Life Group and Equity Services, Inc. Owens has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Equity Services, Inc is a financial advisory firm that has its headquarters in Montpelier, VT. It has offices in 220 locations and a total of 440 employees. It oversees $2 billion in assets under management between its 11,317 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 11,317 client accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules are based on which services the firm provides the client. Fees charged by Equity Services, Inc most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1050 Crown Pointe Parkway Suite 1700
Atlanta, GA 30338

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$1,866,892,398

GA Average: $4,257,716,217
Total Number of Employees

440

GA Average: 30
Total Number of Accounts

11,317

GA Average: 868
Average Account Size

$164,964

GA Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Owens Work History

Daniel has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

National Life Group

2019 - Present (5 years)

Equity Services, Inc

2016 - 2019 (3 years)

Hd Vest Advisory Services

2014 - 2019 (5 years)

Hd Vest Investment Services

2014 - 2019 (5 years)

Hd Vest Insurance Agency

2008 - 2014 (6 years)

Guardian Life Insurance Company Of America

2008 - 2014 (6 years)

Park Avenue Security

2008 - 2014 (6 years)

North Florida Financial Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Owens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Joshua Lochner
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Eric Goodman
Hauppauge, NY
Virginia Griffith
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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